Industry -
IT - Consulting Services / Advisory Services
Functional Area -
Sales / Business Development / Client Servicing
Job Role -
Sales Executive / Officer
Employment type -
Full Time
Work Mode - In Office
Job Description | Role and Responsibilities
Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.